Chicago Partners Investment Group’s Global X Guru Index ETF GURU Stock Holding History

Chicago Partners Investment Group’s Portfolio GURU Stock Details GURU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-1,410	Closed	-$33K	–	547
2016 Q3	$33K	Sell	1,410 -1,696	-55%	-$39.3K	0.01%	327
2016 Q2	$69K	Sell	3,106 -884	-22%	-$19.5K	0.03%	222
2016 Q1	$88K	Sell	3,990 -923	-19%	-$19.3K	0.05%	191
2015 Q4	$114K	Sell	4,913 -4,987	-50%	-$119K	0.05%	217
2015 Q3	$230K	Sell	9,900 -8,141	-45%	-$207K	0.13%	106
2015 Q2	$475K	Sell	18,041 -24,414	-58%	-$656K	0.22%	70
2015 Q1	$1.11M	Sell	42,455 -67,137	-61%	-$1.74M	0.49%	48
2014 Q4	$2.87M	Buy	+109,592	New	+$2.84M	1.21%	23

Other funds holding GURU

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

CCP

Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

VKH

Virtu KCG Holdings New York $3.6B AUM 19.31% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Chicago Partners Investment Group's GURU Position: Q4 2016 in Review

Chicago Partners Investment Group sold out of Global X Guru Index ETF (GURU) in Q4 2016, closing a stake of 1,410 shares — an estimated $33K sold.

Chicago Partners Investment Group first reported a position in GURU in Q4 2014 and held it in 8 quarters. The position peaked at $2.87M in Q4 2014. 29 funds tracked by Wall St. Rank hold GURU as of Q4 2016.

Chicago Partners Investment Group reported no remaining Global X Guru Index ETF position as of Q4 2016 after selling out during the quarter.
Chicago Partners Investment Group sold 1,410 Global X Guru Index ETF shares in Q4 2016, an estimated $33K.
Chicago Partners Investment Group first reported a position in Global X Guru Index ETF in Q4 2014 and held it in 8 quarters.
Chicago Partners Investment Group's Global X Guru Index ETF position peaked at $2.87M in Q4 2014.
29 funds tracked by Wall St. Rank held Global X Guru Index ETF as of Q4 2016.

Based on Chicago Partners Investment Group's 13F filing for Q4 2016, filed 10 Feb 2017.